Avantax Planning Partners’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-431
Closed -$61K 489
2018
Q3
$61K Buy
+431
New +$61K ﹤0.01% 440
2018
Q2
Sell
-835
Closed -$113K 517
2018
Q1
$113K Buy
+835
New +$113K 0.01% 391